Angeles Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$142,910,383
Clients
18
Advisors
3
across 2 offices
About
Angeles Family Office provides financial planning, consulting, and discretionary and non-discretionary investment management to a small, high-balance client base that includes individuals, trusts, estates, philanthropic organizations, corporations and retirement plans. The firm combines traditional wealth management services with family office functions—such as bill paying, tax and legal planning, and business brand and talent management—and maintains a stated relationship minimum of $15 million, managing roughly $182 million across 18 clients as disclosed.
The firm allocates client assets among mutual funds, ETFs, individual securities, privately placed securities, options, futures, currencies, independent managers and alternative investments, and may use model portfolios and pooled vehicles developed by its affiliate advisers. AFO tailors portfolios to client objectives, monitors accounts on an ongoing basis, may employ strategic allocations with occasional tactical trades, and uses third‑party managers and fund‑of‑fund structures to implement certain allocations.
Angeles Family Office is notable for its organizational ties to other registered advisers—Angeles Wealth Management and Angeles Investment Advisors—which create an uncommon affiliate structure among peers and result in shared model portfolios and fund offerings. The firm also participates, through those affiliates, in private funds that rely on CFTC Regulation 4.7 and performance‑based compensation (including carried interest), and discloses related conflicts of interest while retaining the ability to recommend affiliated products and services.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services and retirement plan consulting (negotiable, ranges from $150,000 to $1,000,000 for financial planning; retirement plan fees are individually negotiated)
0.25% - 1.00% annually (negotiable based on portfolio size, services, and provider)
Hourly fees for financial planning and consulting services (negotiable, ranges from $150,000 to $1,000,000 depending on scope and complexity)
Performance-based fees negotiated with qualified clients, charged in addition to asset-based fees; based on net gains with possible benchmarks, high-watermarks, or hurdles
Account minimum: $15,000,000
Main office
See office429 Santa Monica Blvd, Suite 650
Santa Monica CA 90401
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · New York · Texas
Also doing business as
Angeles Family Office · Angeles Family Office, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Allison F
Series 65, Series 66
Santa Monica, CA
Angeles Family Office
Allison Flume is a financial advisor at Angeles Family Office with seven years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes nine years at CH Investment Partners and five years as a self-employed advisor. Angeles Family Office serves a small, high-balance client base, providing financial planning, consulting, and investment management alongside family office services such as bill paying and tax planning. The firm manages diversified portfolios tailored to client objectives and operates through an affiliate structure that offers shared model portfolios and private fund opportunities.
Jason O
Series 66, Series 65
Santa Monica, CA
Angeles Family Office
Jason Oclaray is a financial advisor at Angeles Family Office with 10 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at XO Capital LLC and Algonic Partners LLC. Angeles Family Office provides financial planning, consulting, and investment management services to a select clientele including individuals, trusts, estates, and philanthropic organizations. The firm integrates wealth management with family office functions and invests client assets across a diverse range of securities and alternative investments, utilizing affiliate relationships to offer shared model portfolios and private fund opportunities.
Adam S
Series 63, Series 65
Snowmass, CO
Angeles Family Office
Adam Stern is a financial advisor at Angeles Family Office with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at XO Capital LLC and Geller Advisors. Stern is also involved with Taborlake LLC, a business he has been associated with since 2011. Angeles Family Office provides financial planning, consulting, and investment management services to a small, high-balance client base that includes individuals, trusts, estates, philanthropic organizations, corporations, and retirement plans. The firm integrates traditional wealth management with family office functions and employs a diverse range of investment strategies and affiliated managers tailored to client objectives.
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